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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,651 | $77,908+89.5% | $149,696-1.4% | $75,173+96.4% |
| Participation rate | 88.6% | 65.6%+23.1pp | 78.8%+9.9pp | 67.2%+21.4pp |
| Annual return | 16.07% | 31.73%-15.7pp | 134.46%-118.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,725 | $3,138+50.6% | $4,821-2.0% | $2,671+76.9% |
| Participant deferral / active EE | $3,855 | $3,411+13.0% | $5,682-32.2% | $4,126-6.6% |
| Admin fee / account holder | $4,601 | $5,950-22.7% | $13,212-65.2% | $5,651-18.6% |